CIK 2067696
Wealth Enhancement Trust Services, Inc.
Institutional 13F holdings & portfolio
Holdings
738
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 738
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| SMTH | ALPS ETF TR | 20K | $500K+ | SH |
| USMV | ISHARES TR | 5K | $500K+ | SH |
| TJX | TJX COS INC NEW | 3K | $500K+ | SH |
| DSTL | ETF SER SOLUTIONS | 9K | $500K+ | SH |
| META | META PLATFORMS INC | 743 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 17K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| FBIZ | FIRST BUSINESS FINL SVCS INC | 9K | $100K–$500K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 766 | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| IEF | ISHARES TR | 4K | $100K–$500K | SH |
| IEI | ISHARES TR | 4K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 469 | $100K–$500K | SH |
| FISV | FISERV INC | 6K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 13K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 992 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 786 | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 7K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| AVSU | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 939 | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 928 | $100K–$500K | SH |
| IWF | ISHARES TR | 629 | $100K–$500K | SH |